+88.8%
APA vs PLUG
+45.6%
+43.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.8% | -6.0% | -3.3% |
| 7D | +0.5% | -0.9% | +1.5% | +0.6% |
| 30D | +23.4% | +3.3% | +20.1% | +23.2% |
| 3M | +12.7% | -39.7% | +52.4% | +14.8% |
| 6M | +39.4% | -12.5% | +51.9% | +38.9% |
| YTD | +79.0% | +10.2% | +68.8% | +74.4% |
| 1Y | +88.8% | +50.7% | +38.1% | +77.1% |
| All | +88.8% | +45.6% | +43.2% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling